Investment Q&A

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Q: My question today on price points for buying and selling LMN in my TFSA is derived from my experience with the ups and downs of EGLX which I rode from $1.90 to $11.00 to $.90 at which point I dumped it. I have LMN in my TFSA and it will be a long term hold. I am looking at GLXY and don’t want to repeat the EGLX story. Like EGLX , GLXY is in a “ happening “ sector with
well thought of management, a Canadian small cap expected to list on the NASDAQ. You had EGLX in the growth portfolio; recommended it at $7.00 but then eventually sold it. You saw a reason to sell that I didn’t and I paid the price. What am I to look at specifically for GLXY so I don’t repeat the same mistake ? ( Maybe I should just stay away with stocks that have the letters LXY in their ticker ! )
Thanks. Derek

Q: Shak and IOT have been recommended on US networks. How would you categorize them up against Trade Desk?

I was thinking back of when I joined 5i at the beginning because of being a mutual fund person and seeing the Sprott Growth Funds managed by Peter as being one of the top mutual funds. When I went to the Money Show I was talking to Peter and I was asking questions that now I would have never asked him due to the knowledge I have gained from 5i. I still ask difficult questions but some of the things I asked in those days are now not difficult for me due to the knowledge gained as a result of being a long member of 5i. Thanks so much.

Q: Hi 5i
Celh reported earnings today. How were they and how do you view company going forward... SP is up today 10% ... at what price would you consider entry position ...2y year horizon.
thx

Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?

Q: I am wondering what Canadian companies are poised to benefit from an increase in spending on armaments by Western governments, in response to rising tensions across the world. Mining stocks could be of interest, but I'm mainly wondering about manufacturing companies.

Q: I know the valuation is high, but why is this bird just flying sky high, is it possible that they just have the best tasting wings in the business and the customers are voting with there tastebuds, and the shareholders are just eating it up.
Thanks Again

Q: I have a question about HPS. This is a small company that seems to have recently come on your radar, noting staggering growth in a stable market. With this growth rate it is still small, just cresting the 1B market value recently.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.

Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you

Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…

Q: If this is too broad a question, please feel free to decline. If you were to start from scratch today, with a goal of maximizing total return at 10 years regardless of income/growth/dividends/distributions etc., which stocks would be on your list?

Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?

Q: Today would you pick Amazon or Uber for greater growth over the next year?

Thank you.
David

Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.

Thanks,
Shane.

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Hello 5i!

What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?

All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.

Thank you

Q: What you interpret or put value on 1 year target price on yahoo finance. example -
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks

Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!

Q: Also may again have your thoughts on Cava

Q: Can I ask you to do a “mental screen” for a few mid-cap Cdn companies that pay over a 3% dividend while having the potential for above average growth in the medium to longer term? Please omit SIS, PBH, EIF and NWC (already owned) and leave out anything in the energy sector. I’m assuming not much in the small cap space would meet the div. criteria and not much in the large cap space meets the growth criteria, but if you think anything there is compelling please include as well. Thank you.